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Apr 8, 2018
04/18
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before the judiciary and commerce committees joint hearing and wednesday morning the house committee on energy and commerce hearing we can expect him to address privacy concerns and get ahead of potential regulation including resetting privacy settings redistricting data that apps can collect restricting them and just today launching more steps to insure ads and pages are legitimate and transparent expanding it beyond authorization of just political ads, facebook will require authorization for the purchase of any issue related ads, those about hotly debated topics of national importance, also prioring any pages, to be authenticated to be able to restrict of pages which spread fake news. facebook says it is still working out the details on what it will take to authenticate a page or authorize an ad. but mark zuckerberg writing, quote, these steps by themselves won't stop all people trying to game the system but they will make it a lot harder for anyone to do what the russians did during the 2016 election use fake accounts and pages to run ads. consumers can also expect more disclosures identify
before the judiciary and commerce committees joint hearing and wednesday morning the house committee on energy and commerce hearing we can expect him to address privacy concerns and get ahead of potential regulation including resetting privacy settings redistricting data that apps can collect restricting them and just today launching more steps to insure ads and pages are legitimate and transparent expanding it beyond authorization of just political ads, facebook will require authorization for...
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Mar 24, 2018
03/18
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rough and tumble and running around the house with your kids, obviously, you're looking for a high-energy dog. >> sure. >> if you're more sedentary family, maybe something along the lines of a bulldog, you know, that you rescue. >> yeah. >> but it really is, again, about personality, sort of like finding a mate in life >> so, you need to know what you're getting into and maybe shop around a little, check out different dogs >> absolutely. >> hi, baby. so sweet when you're looking for dog food, when you're going through the aisles trying to figure out what's the right thing to bring home for your dog, what should i be reading for on the ingredients list >> that's a tough one, because i think people understandably feel a little overwhelmed there are so many options out there. it's like, where do i start? start obviously with your veterinarian for good recommendations. but i also think as responsible pet parents, we should do our own research, and that could start with turning the bag of food around and reading the list of ingredients so people understand, whatever's at the top is what is mos
rough and tumble and running around the house with your kids, obviously, you're looking for a high-energy dog. >> sure. >> if you're more sedentary family, maybe something along the lines of a bulldog, you know, that you rescue. >> yeah. >> but it really is, again, about personality, sort of like finding a mate in life >> so, you need to know what you're getting into and maybe shop around a little, check out different dogs >> absolutely. >> hi, baby. so...
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Jul 9, 2020
07/20
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tech is up 10% but industrials are flat, banks are terrible, energy not there, but energy is down 7%. this is an unusually wide dispersion for essentially six weeks of performance that we're talking about. you look at the tech sectors and you can see what the market is telling you will be the winners here the market leads technology and other groups internet software, cloud computing, remarkably all the same they're buying the same things because the market believes these are the winners in the stay at home technology. these will continue to do well like industrials, energy, like material stocks, are not going to be. who is winning and clolosing in this race here the winners are tech losers are small caps, and if you look at the s&p, you see that is a clear w, not a v, and that is the market debating a reopening story. back to you guys >>> i'm curious on banks, they will launch earnings season next week and we will way loan loss provi provisions, but are you expecting clarity? >> more than 40% has provided no guidance at all. here is the problem with the banks. there is only four or f
tech is up 10% but industrials are flat, banks are terrible, energy not there, but energy is down 7%. this is an unusually wide dispersion for essentially six weeks of performance that we're talking about. you look at the tech sectors and you can see what the market is telling you will be the winners here the market leads technology and other groups internet software, cloud computing, remarkably all the same they're buying the same things because the market believes these are the winners in the...
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Sep 3, 2020
09/20
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it is strength and energy utilities and resorts like we're seeing today >> i want to slice tech a little more finely, also. let's bring in our senior markets commentator. mike, this morning i'm zeroing in on enterprise, looking at zoro down 30% right now. what is interesting to me about these names is they both got a big bounce after sales force and workday's earnings reports but they're giving that back today and then some. investors seem to maybe be realizing that these names are tied more to overall enterprise spending it has not been great versus that sass exception that we saw. i'm wondering what you think of what is happening in that space. >> first the rhinoceros horns at the end tell you something the hottest money, the ones that went the way up, the last spurpt is being taken out i think that this is happening in the context of what many of us have been saying. the market looks a little stretched. a little at the high end of it's up trend it should cool off and it was pushed and pushed and pushed a bit higher in part because there has been a welling up of kind of momentum, specu
it is strength and energy utilities and resorts like we're seeing today >> i want to slice tech a little more finely, also. let's bring in our senior markets commentator. mike, this morning i'm zeroing in on enterprise, looking at zoro down 30% right now. what is interesting to me about these names is they both got a big bounce after sales force and workday's earnings reports but they're giving that back today and then some. investors seem to maybe be realizing that these names are tied...
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Sep 4, 2012
09/12
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a couple of week ace s ago, the energy space has been unloved. now you are seeing people lower their numbers across the board and you are starting to see other sectors hit by it. a lot of numbers coming down across the whole techty space and that is what will bring us into the mid 1300s. it could be lower when we look at political issues. >> i think you have got to be concerned when a number comes out like this. obviously this is is a big macro play. think is why you stick with individual names. look at names like there are specific names that outperform. i still stick with individual names. >> we have got to go but it goes back something we have talked about for a while. you have got the global trade and the domestic u.s. trade and only one and a half percent of our gdp is exported to euro. they don't even, they are living their life. spending money and buying homes. >> up next, gold going higher and some say to a critical level. we will talk about gold, the hokies and b.k.'s hatred of wisconsin. like a high-speed train. ]s and you don't want to
a couple of week ace s ago, the energy space has been unloved. now you are seeing people lower their numbers across the board and you are starting to see other sectors hit by it. a lot of numbers coming down across the whole techty space and that is what will bring us into the mid 1300s. it could be lower when we look at political issues. >> i think you have got to be concerned when a number comes out like this. obviously this is is a big macro play. think is why you stick with individual...
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Apr 28, 2016
04/16
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only 20% of the energy sector has reported so far. so conoco today. exxon tomorrow. historically analysts have had a hard time modelling numbers for this sector just because they just -- it is hard to tell what companies are going to do with cap x and things like that. and volatile oil prices certainly don't help. so seeing what they have to say about that will be very important. and it is the first quarter for energy to post negative profitability, ever, since we started collecting data. >> you generally think something can't fall by more than a hundred percent. but when it goes negative, it sure can. >> in other news this morning. deutsche bank posting 58% drop in profits, still topping expectations. the firm hurt by turbulent financial markets. of course it is still in the middle of a restructuring. and cnbc's jegeoff cutmore join us. >> the markets are seizing on the fact that at least this was a positive net profit and not a negative. because we know deutsche bank had a pretty horrible 2015 with that huge six point, eight billion euro loss. this was always going
only 20% of the energy sector has reported so far. so conoco today. exxon tomorrow. historically analysts have had a hard time modelling numbers for this sector just because they just -- it is hard to tell what companies are going to do with cap x and things like that. and volatile oil prices certainly don't help. so seeing what they have to say about that will be very important. and it is the first quarter for energy to post negative profitability, ever, since we started collecting data....
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Oct 6, 2021
10/21
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by the way, this european natural gas and energy is a big one. we can get ahead of all of this with the bank of america commodities research as we said, european energy prices are soaring to levels never seen before. in some ways, if you look at the european power prices, if you convert $200 u.s. per barrel and that's hitting stocks. let's go to juliana. we are ringing the bell. i got to imagine this is a huge story where you are. >> this is a big deal, absolutely this spike is in europe is a big deal because it is now becoming a global problem. we are seeing record prices in asia let me take you to the market reaction the stoxx 600 down this morning. this is a picture from a sector perspective. every sector trading lower banks out front in the dutch price here up further 20% and in the uk 25% higher. this is after major prize as well after the european commission president said more take a listen. >> it is a serious issue we have to take a look at the gas prices skyrocketing. the renewables have decreased the last year and are stable we are on a
by the way, this european natural gas and energy is a big one. we can get ahead of all of this with the bank of america commodities research as we said, european energy prices are soaring to levels never seen before. in some ways, if you look at the european power prices, if you convert $200 u.s. per barrel and that's hitting stocks. let's go to juliana. we are ringing the bell. i got to imagine this is a huge story where you are. >> this is a big deal, absolutely this spike is in europe...
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Jul 27, 2022
07/22
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they impose new taxes on corporations with the wealthy to extend it on health care and clean energy. he indicated that could be applied to businesses with about $1 billion in revenue or more. it will allow medicare nick to negotiate with prescriptions. apple work its ay out to 369,000,000,060 4 billion towards extending the affordable care act through 2025. in a joint statement he said he had stored down payment on deficit reduction to fight inflation and reduce target omissions. this is going to be sent up tonight to make sure all the languages correct. make sure it will pass the muster. the plan is for the senate to vote on this as soon as next week. melissa. >> thank you. your take on this? >> i think these are priorities that are important to you. it's a big win. there was a time where we were hoping this would be a bigger package. i do think with that headline that says this deal would close the loophole. that something that was talked about a lot and there's a lot of people in our business who don't want to see that happen. it's interesting that was a part of it. >> coming up o
they impose new taxes on corporations with the wealthy to extend it on health care and clean energy. he indicated that could be applied to businesses with about $1 billion in revenue or more. it will allow medicare nick to negotiate with prescriptions. apple work its ay out to 369,000,000,060 4 billion towards extending the affordable care act through 2025. in a joint statement he said he had stored down payment on deficit reduction to fight inflation and reduce target omissions. this is going...
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1.0
Oct 11, 2021
10/21
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you've got financials, energy, and materials leading today. s&p, nasdaq, the russell all in the green. all right, joe, i come to you first. correction or rally? that's the key question. is this the key week that decide
you've got financials, energy, and materials leading today. s&p, nasdaq, the russell all in the green. all right, joe, i come to you first. correction or rally? that's the key question. is this the key week that decide
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0.0
Jul 6, 2023
07/23
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saudi arabia's energy mystery valves to do what it takes to serve the market. >> we are optimistic about the future. >> we will hear from the andriy sadovyi the -- opec secretary general in the hour. >>> cabot payments makes its debut on the london stock exchange. the ceo tells us that london was always the first option. >> this is a good location for us. the bulk of our employees are here. we do believe that this market needs a jump start. >>> a very good morning and happy thursday. thank you for tuning into street signs. extending losses are accumulating. this follows a downbeat session on wall street although those losses compare and pale to losses in europe. we also saw steep losses in hong kong overnight. the basic materials and text that are are getting hit hardest. global sentiment has soured over the last 24 hours. investigator -- investors reacting to the fed minute yesterday. essentially this shows we should brace for higher rates. let's bullet -- break it down. down 9/10 of a percent. a fairly sizable pullback across the board. perhaps investors are wrapping around the possibi
saudi arabia's energy mystery valves to do what it takes to serve the market. >> we are optimistic about the future. >> we will hear from the andriy sadovyi the -- opec secretary general in the hour. >>> cabot payments makes its debut on the london stock exchange. the ceo tells us that london was always the first option. >> this is a good location for us. the bulk of our employees are here. we do believe that this market needs a jump start. >>> a very good...
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0.0
Feb 3, 2023
02/23
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markets in some of the pricing policies that have been in energy markets we switched assuming energy prices are constant going forward. that means we have a rapid downslope in energy prices if you ask me the question, yes. if you go back to the previous assu assumption, it would add 1% to inflation. there is material uncertainty at the moment on that path. >> the question on growth. you upgraded your growth forecast this year from minus 1.5 to minus .5 is there a risk of growth on the data out of europe and china reop reopening? >> there are a number of reasons we moved our growth forecast up. falling energy prices. lower interest rate curve is another. a few that we revised unemployment forecast down quite a bit actually we think there will be -- the firms are telling me -- they want to retain labor as much as they can and shorten hours rather than redundancy if that is the case, then that gives people more confidence in jobs that will put a bit more demand on the economy those are the things that contributed to our revision of the forecast for growth. >> just final question when th
markets in some of the pricing policies that have been in energy markets we switched assuming energy prices are constant going forward. that means we have a rapid downslope in energy prices if you ask me the question, yes. if you go back to the previous assu assumption, it would add 1% to inflation. there is material uncertainty at the moment on that path. >> the question on growth. you upgraded your growth forecast this year from minus 1.5 to minus .5 is there a risk of growth on the...
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0.0
Oct 27, 2022
10/22
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and we know that health care and energy have been a big part. do the ratio dive sided by the spy and nasdaq divided by s&p and nasdaq continues to make lower lows in fact it is underperformed at 13% this year and by 8% and the news this week from the generals, or whatever, this is where -- remember we said value over growth. it is taken some time to play out but it is no question what we're seeing and if you look at one of the days carter will probably draft this again because he does all of time, we're getting near support levels on the nasdaq to the s&p. >> we want to get straight back to apple the stock is down 1.7% gene, munster, what are you hearing? >> i'm hearing that they're talking about a deceleration in retch growth from september to december those words do not sit well with investors. as i look at my model here, that is what the street is looking for. previously street -- or they just reported about 6.5% revenue growth in september. a deceleration the street is at 4% as it stands right now. he did not say it would go negative so i th
and we know that health care and energy have been a big part. do the ratio dive sided by the spy and nasdaq divided by s&p and nasdaq continues to make lower lows in fact it is underperformed at 13% this year and by 8% and the news this week from the generals, or whatever, this is where -- remember we said value over growth. it is taken some time to play out but it is no question what we're seeing and if you look at one of the days carter will probably draft this again because he does all...
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Oct 31, 2019
10/19
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is year end rally in store for energy getting your portfolio ready for halloween night? stay with us plap . >>> welcome back to power lunch. check out exxon mobile and chevron spilling lower ahead of earnings out before the bell tomorrow the energy sector closing out at the bottom of the barrel is there any relief ahead for these two stocks let's bring in your trading team as you evaluate both of the stocks on a technical basis, what do you come up with >> we were underweight the energy sector tfor quite some time exxon has been in lower lows and lower highs for quite some time chevron looks like it's in a high level trading range . >> talking about what they are right now and what you think they can deliver down the road >> energy is an understatement that the energy sector has been tough to invest in when i look at these two companies i prefer chevron for three reasons. chevron has mid single digit growth chevron has good cash flow and covers the dividend and chevron trades at a discount on a valuation base to exxon. right now chevron has already spent and now they are
is year end rally in store for energy getting your portfolio ready for halloween night? stay with us plap . >>> welcome back to power lunch. check out exxon mobile and chevron spilling lower ahead of earnings out before the bell tomorrow the energy sector closing out at the bottom of the barrel is there any relief ahead for these two stocks let's bring in your trading team as you evaluate both of the stocks on a technical basis, what do you come up with >> we were underweight the...
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Oct 25, 2021
10/21
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of course, definitely not for me phil, dan ives are great conversation pieces but, yeah, energy feels definitely old age here jed clam pet probably from "the beverly hillbillies" is a happy cam per today, loving on the black gold texas tea but from a serious perspective, energy continues to mark all of the three boxes that i look for in investment. technicals are definitely there. i believe the macros are there from a fundamental side, well, the fundamentals have a valuation perspective have definitely been there for the last eight years you definitely had the returns that you have had in a tesla, but i think most traders would call it late to the trade here that a lot of the easy money has been made. >> right >> i don't agree at all. i think they're wrong. i think short term, yeah, the sector looks a little bit over bought right now it looks like it could possibly take a little bit of a pause, but longer term we are very bullish on the entire sector, specifically emp why are we long-term bullish right now these companies are being priced at a 40% discount so the forward 12-month stri
of course, definitely not for me phil, dan ives are great conversation pieces but, yeah, energy feels definitely old age here jed clam pet probably from "the beverly hillbillies" is a happy cam per today, loving on the black gold texas tea but from a serious perspective, energy continues to mark all of the three boxes that i look for in investment. technicals are definitely there. i believe the macros are there from a fundamental side, well, the fundamentals have a valuation...
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76
Oct 8, 2018
10/18
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and -- you know, i think there still is a lot of value in the energy space and that isn't necessarily defensive if you start to worry about where there have been volatile -- a lot of volatility in the past. i think you want to stay - >> the one thing this is not new. so staples bottomed in april, may. then health care bottomed in june we have had a rotation that's been going tech's -- the leading and the largest sector peaked on the 6th of june. this has been going on for weeks. this is more of the same there's no new rotation. this is a continuation what's been going on for three or four months >> can the markets grind higher if this rotation is done f the rotation that we have seen for the past couple of months that's the rotation that will happen in the markets and we won't see the pickup in the financials or do - >> if you think about it, we're losing them very strong. it's not just tech it is anything that was up on a rope, whether it was visa or isrg big super gap are rolling and money is coming into defensive names. it all depends on the industrials and financials not about the
and -- you know, i think there still is a lot of value in the energy space and that isn't necessarily defensive if you start to worry about where there have been volatile -- a lot of volatility in the past. i think you want to stay - >> the one thing this is not new. so staples bottomed in april, may. then health care bottomed in june we have had a rotation that's been going tech's -- the leading and the largest sector peaked on the 6th of june. this has been going on for weeks. this is...
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296
Jul 27, 2012
07/12
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csm energy had a good story. if you want to get a little cyclical in a portfolio but not entirely, netgear had a soft number but the long-term story is still in tact for providing small business solutions to businesses. that is names you can own in a market that i'm suspect on. >> gary, in terms of the macro strategy, how do you invest? what are you telling clients? >> we'll probably still see below average growth through this year, but we do think that everybody, right now is pretty defensive. we don't want to be too defensive because we're getting stimulus help from policy makers around the world. we're telling people to lane after being pretty defensive. it's not an aggressive position, more cautious. >> we'll leave it there, thank you, have a good weekend. facebook shares hitting the lowest level since going public. is there further downside to go. the facebook stock in the spotlight next up. the dow blowing past 13,000 for the first time today. [ male announcer ] trading's like a high-speed train. and you do
csm energy had a good story. if you want to get a little cyclical in a portfolio but not entirely, netgear had a soft number but the long-term story is still in tact for providing small business solutions to businesses. that is names you can own in a market that i'm suspect on. >> gary, in terms of the macro strategy, how do you invest? what are you telling clients? >> we'll probably still see below average growth through this year, but we do think that everybody, right now is...
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53
Jun 26, 2019
06/19
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and 3m looks horrible, looks like death, that's the one i would stay away from. >> i think energy is interesting here if you go back five years, it's down 6%, so you could make some money on these rebound effects we have some volatility, get some geopolitical stuff. but you couldn't have scripted a more bullish scenario for energy and it really hasn't come to fruition i think if you're going to play in it, you can't play long-term, you can pick your spots. >> i like names not mentioned. thanks for staying alive for 500. and the name would be conocophillips, you weren't her last night, but out of the three names, cheapest on valuation, held 59 which was the level six months ago, that's the play up 5% today, i think that's your ketchup trade. >> guess what our call of the day was at half-time. >> conocophillips. >> they were watching the show yesterday. >> if you think energy is at least a place you want to nibble, i think you have to be looking at the dollar. we have been below the 200 day on the dxy for five straight days, which is the first time we have done this in a year is the do
and 3m looks horrible, looks like death, that's the one i would stay away from. >> i think energy is interesting here if you go back five years, it's down 6%, so you could make some money on these rebound effects we have some volatility, get some geopolitical stuff. but you couldn't have scripted a more bullish scenario for energy and it really hasn't come to fruition i think if you're going to play in it, you can't play long-term, you can pick your spots. >> i like names not...
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Sep 11, 2012
09/12
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in pipes, cement, steel, jobs, energy. we need to get the wheels turning. i'm proud of that. making real things... for real. ...that make a real difference. ♪ how did i get here? dumb luck? or good decisions? ones i've made. ones we've all made. about marriage. children. money. about tomorrow. here's to good decisions. who matters most to you says the most about you. massmutual is owned by our policyholders so they matter most to us. massmutual. we'll help you get there. >>> it is time for the final trade. >> facebook still about 20 tomorrow. roll them up and out. >> up and out. >> auo. they are going to the supplier for the glass made for smaller ipad coming out in october for apple. >> simon. >> envision motion sensing technology coming soon. >> bank america upside calls to take advantage of the frothiness we have seen. >> dunkin brands. the stock has pulled back into the 28 range back above 30 today on big volume. looking to take out the high from middle of june. >> thas
in pipes, cement, steel, jobs, energy. we need to get the wheels turning. i'm proud of that. making real things... for real. ...that make a real difference. ♪ how did i get here? dumb luck? or good decisions? ones i've made. ones we've all made. about marriage. children. money. about tomorrow. here's to good decisions. who matters most to you says the most about you. massmutual is owned by our policyholders so they matter most to us. massmutual. we'll help you get there. >>> it is...
296
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May 18, 2012
05/12
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domestic, abundant, clean energy to power our lives... that's smarter power today. and i thought "i can't do this, it's just too hard." then there was a moment. when i decided to find a way to keep going. go for olympic gold and go to college too. [ male announcer ] every day we help students earn their bachelor's or master's degree for tomorrow's careers. this is your moment. let nothing stand in your way. devry university, proud to support the education of our u.s. olympic team. >> welcome back. mark zuckerberg attended harvard and helped the digital health start ups like rock health. they digitalize the web and funding from big names like microsoft and qualcomm. can they make cofounder nate rolphs the next mark zuckerburg? >> great to be here. >> i see a lot of companies trying to revolutionize health carrot web. how is rock health different? >> rock health finds the potential to change lives and we give them everything they need to find in the health care system. it's hard for scrappy entrepreneurs to do it alone. amada health is for prediabetic patients that pr
domestic, abundant, clean energy to power our lives... that's smarter power today. and i thought "i can't do this, it's just too hard." then there was a moment. when i decided to find a way to keep going. go for olympic gold and go to college too. [ male announcer ] every day we help students earn their bachelor's or master's degree for tomorrow's careers. this is your moment. let nothing stand in your way. devry university, proud to support the education of our u.s. olympic team....
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49
Jun 30, 2020
06/20
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a look at energy with the news flow around agreements and the number of shale producers filing for chapter 11 announcing it could writedown 22 billion in assets and a drop in demand caused by oil restrictions lowering outlook for this year, 2021 and 2022 after bp announced a $17.5 billion writedown in recent weeks >>> the u.s. is not on an eu list of travel restrictions to the block. confirming today which countries will have access to the region with a list that will include japan, canada and australia. this has been a wide-ranging discussion of who is on the list and who is not >> absolutely. finally, later today, we'll know whether the european union is exempting the country from travel the countries will decide to close their borders to nonessential travel. now as they are reopening their economies, the european commission advised them to essentially open their external borders in a gradual manner. this is why we'll hear from the european union later today the governments are due to vote on a list that would be prepared last week that are expected to be exempt in the first pais page th
a look at energy with the news flow around agreements and the number of shale producers filing for chapter 11 announcing it could writedown 22 billion in assets and a drop in demand caused by oil restrictions lowering outlook for this year, 2021 and 2022 after bp announced a $17.5 billion writedown in recent weeks >>> the u.s. is not on an eu list of travel restrictions to the block. confirming today which countries will have access to the region with a list that will include japan,...
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May 16, 2012
05/12
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let's go to bob pisani. >> once again, no energy late in the day. dour is down again. we're down 10 of the last 12 days. bottom line is, we are not even getting a bounce. we haven't even been getting that there's a buyer strike. retailers, big day for the retailers. hot topic, gap tomorrow, air positive sell as well. very choppy so far for retailers. bob, back to you. >>> many have described america as the least best place to invest. pick your favorite metaphor. neighborhood being the entire world from an economic standpoint. >> with us now is todd from the black bay group good to see you both. thank you for joining us. >> thank you. >> u.s. the rest of the world to invest? >> you have to look at the u.s. and clearly we're obviously the best looking girl at the dance. but let's be honest, it's still going to be bad. the u.s. government is borrowing too much money right now. much more than we ever had before. when you look at the long-term progress and what we have to expect, we're just not there. >> but up didn't answer the question, todd. invest in the u.s. or outside
let's go to bob pisani. >> once again, no energy late in the day. dour is down again. we're down 10 of the last 12 days. bottom line is, we are not even getting a bounce. we haven't even been getting that there's a buyer strike. retailers, big day for the retailers. hot topic, gap tomorrow, air positive sell as well. very choppy so far for retailers. bob, back to you. >>> many have described america as the least best place to invest. pick your favorite metaphor. neighborhood...
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0.0
May 11, 2021
05/21
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i'd rather be buying energy here, because, you know, oil is already making a decisive move and energy has a huge catch-up to that especially things like oil field services, which is the way. >> and tom, talking about what is safe in tech. let's talk a little more about what might be smart in tech. if you're looking to take on some risk. some of the volatility we've seen, yeah, crazy, but was it really that hard to see coming talking to another tom, tom siebold, billionaire, co-founder ceo of c3.ai just a couple weeks ago about this volatility seen after his ipo. here's what he said. >> shot up like a skyrocket. i can't explain why that happened i think at one point trading, you know, like 100 times ebitda. you and i, jon, know they don't trade this way in a sustained rate seeing air let out of the stock since then, and, but still trading, i think, 70% higher than when we, than where we priced it. >> and he said that some of the air coming out for the overall market is a good thing what do you have to believe, though, about the growth stocks in tech with trends like ai to buy them arou
i'd rather be buying energy here, because, you know, oil is already making a decisive move and energy has a huge catch-up to that especially things like oil field services, which is the way. >> and tom, talking about what is safe in tech. let's talk a little more about what might be smart in tech. if you're looking to take on some risk. some of the volatility we've seen, yeah, crazy, but was it really that hard to see coming talking to another tom, tom siebold, billionaire, co-founder ceo...
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Jun 29, 2020
06/20
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this comes as chesapeake energy filed for bankruptcy spurred by lower oil prices some big oil names, both of those trading higher today turning to natural gas that surging more than 10% today. largely on expectations. the summer heat could raise demand in the near term. back over to you >>> thank you very much. the list of companies unfriending facebook ad network is growing by the day. in the last few minutes ford and best buy saying they will pull advertising. joining those companies that you see there. companies like clorox, coke, starbucks, verizon they are pulling ads and other social media as well with all of these companies provide the critical mass needed to force change, specific lip at facebook joining us is mike jackson mike, always great to see you. i wonder here how, if you can, unpack how much of this pull back from facebook is driven by concerns about facebook and how much of it might have happened any way as companies cut back on advertising? in other words, are they using this as cover to get out of spending what they are spending in advertising on facebook >> great
this comes as chesapeake energy filed for bankruptcy spurred by lower oil prices some big oil names, both of those trading higher today turning to natural gas that surging more than 10% today. largely on expectations. the summer heat could raise demand in the near term. back over to you >>> thank you very much. the list of companies unfriending facebook ad network is growing by the day. in the last few minutes ford and best buy saying they will pull advertising. joining those companies...
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0.0
Feb 1, 2023
02/23
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technologies stocks are in the lead, the only sector lower is energy prices. nasdaq is up 2%. i mentioned treasury yields getting bought the dollar is weaker bitcoin is at the high of the session, everything you would expect to rally. you think we've seen the highs on treasuries. a lot of people think, higher for longer that means rates are going back up. i don't know treasuries. the treasury curve right now, you know, it depends on what part of the treasury curve you talk about, right? we have such an inversion going on between 9 front end. >> and inverting further. >> i would assume so have we seen the highs i don't know about the highs on the front end. the fed keeps raising rates, i think they're only going another 25 basis points. >> you think it's priced in? >> i think it has been if you ask me, you know, to tell you, i think we've seen the highs in the treasury market, the ten-year is driving its own view of where the economy is, but the key thing you talk about with the dallas, dollar, it's allowing repatriating earnings, so the dollar move is very valuable >> but all
technologies stocks are in the lead, the only sector lower is energy prices. nasdaq is up 2%. i mentioned treasury yields getting bought the dollar is weaker bitcoin is at the high of the session, everything you would expect to rally. you think we've seen the highs on treasuries. a lot of people think, higher for longer that means rates are going back up. i don't know treasuries. the treasury curve right now, you know, it depends on what part of the treasury curve you talk about, right? we have...
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0.0
May 8, 2023
05/23
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daniels says that while it is a relatively inexpensive form of clean energy, the location and legacy may be liabilities. >> i think some of it is out of sight, out of mind, right? when we look at investment i new technology and investment in clean energy in appalachia, it's limited. >> reporter: coal is controversial, so investors don't target the coal regions, which she says is a mistake. >> in a less predictable climate and warmer world, this opens up an opportunity for turning this legacy, this liability, into a resource >> gee othermal energy can be ue to heat and cool homes and buildings. another potential, data centers. they're some of the worst carbon offenders, but researchers in scotland are now studying how hot air from data centers can be pumped into coal mines and then recovered from the water to heat other buildings. back to you guys. >> diana, i'm trying to under the fuller story with this if it is geothermal and it is mines for coal that are the key to this, does it limit the kind of building, residential and businesses, does it limit the geographies to just those coal
daniels says that while it is a relatively inexpensive form of clean energy, the location and legacy may be liabilities. >> i think some of it is out of sight, out of mind, right? when we look at investment i new technology and investment in clean energy in appalachia, it's limited. >> reporter: coal is controversial, so investors don't target the coal regions, which she says is a mistake. >> in a less predictable climate and warmer world, this opens up an opportunity for...
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23
Oct 28, 2021
10/21
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. >>> what does the president's spending plan mean for clean energy stocks and cyclical l s■eju how do you find value in a mark that's already at neare■ e1okhis a■1çó■portfolio manager joins u■ serat, you heard the report. is there any optimism among j■tl will propel the next leg higher possibly, hypothetically in the markets? >> i think ptp)■ that was proposed today doesn't have any directe■ effect on the equity markets because the clean energy is going to go intoÑi■very different buckets that's not going to accept -- it is not going to help any specific, i think sector the infrastructure play is going to be interesting, becauseñ!q■ ist■ going to help the askingca, the materials. you hav heen a little bit of a bounce today in those. discounted money gets allocate asked specifically what sectors really do get the cash. >> i am curious, when we talk about the types of picks you are making in this environment, oftentimes in the past we have talked about things like instruction ñ■aggregate, gravel companies, metals companies. the deal >> so, i mean,q■ separate
. >>> what does the president's spending plan mean for clean energy stocks and cyclical l s■eju how do you find value in a mark that's already at neare■ e1okhis a■1çó■portfolio manager joins u■ serat, you heard the report. is there any optimism among j■tl will propel the next leg higher possibly, hypothetically in the markets? >> i think ptp)■ that was proposed today doesn't have any directe■ effect on the equity markets because the clean energy is going to go...
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102
Dec 1, 2015
12/15
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sunedison. >> speaking of energy, crude prices down 23% year to date but could the energy trade be heading for more losses heading into 2016? we have your next stop for oil and how to play it. plus a tale of two media titans. how they could learn a thing or two from rupert murdoch. we'll explain when fast money returns. conquer the weather. don't let it conquer you. with the capability and adaptability of lexus all-weather drive. this is the pursuit of perfection. >> welcome back. the dow soaring near it's highs. the dow and s&p both have the biggest gains in two weeks with all ten sectors moving higher today. here's what's coming up in the second half of fast money. a tale of two media moguls. plus traders making a big bet that one group of stocks is going to cool off and could have broader implications for the rally. but first, prices down 23% year to date. analysts expecting for pain for the commodity heading into 2016. jackie is up at the new york stock exchange with all the details. >> ahead of friday's opec meeting of course all eyes on oil prices at this point. what did we do? we di
sunedison. >> speaking of energy, crude prices down 23% year to date but could the energy trade be heading for more losses heading into 2016? we have your next stop for oil and how to play it. plus a tale of two media titans. how they could learn a thing or two from rupert murdoch. we'll explain when fast money returns. conquer the weather. don't let it conquer you. with the capability and adaptability of lexus all-weather drive. this is the pursuit of perfection. >> welcome back....
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596
Feb 13, 2013
02/13
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energy costs will it be to go down. we'll become energy self-sufficient and you watch what happens to the cost of manufacturing. i'm going to bet you our manufacturing does well because -- not because our dollar is going to weaken because we'll actually have less expenses going out to energy and that will make us competitive. >> but unless the next energy czar the president appoints like the past one thinks maybe put a tax on gas to get it to $10 so the motor mounds for the windmills on chevys works a whole lot better. >> rick, you can bring your blood pressure down. he won't have to do it. we'll have enough cheap energy that we're going to be okay with. >> that really probably the single sort of biggest conversation amongst leaders in davos, that for the u.s., probably the biggest opportunity for actual moving the needle in terms of energy is shale. >> but, maria -- >> that's true. >> dramatic globalismcations in terms of the u.s. current account deficit. if you think about the money we ship now to opec and some of tha
energy costs will it be to go down. we'll become energy self-sufficient and you watch what happens to the cost of manufacturing. i'm going to bet you our manufacturing does well because -- not because our dollar is going to weaken because we'll actually have less expenses going out to energy and that will make us competitive. >> but unless the next energy czar the president appoints like the past one thinks maybe put a tax on gas to get it to $10 so the motor mounds for the windmills on...
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0.0
Apr 23, 2024
04/24
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fortunately, the three outperformed ratings since we have been launched is energy, finance, and materials, and we have not changed. we think at least near term, that is where you will continue to see performance leadership. >> how do you think this bull market since the october bottom is based on rate cuts? and how much do you think it was based on the fact that the economy is just a strong, and that matters more than anything else at the end of the day? >> i think it is more the latter than the former, but i also think the lout rally was driven by what happened with treasury yields, rather than the parliament game of expectations around, when will the fed cut, and by how much? the move from 5% of the 10 year yield in october down to 3.8% was just a powerful tailwind for the overall market and that is why you saw a significant move by small caps during that downturn and yield. the recent turn back up in yields initially was for the detriment down the cap spectrum for zombie type companies and more recently started to hit more of the larger cap companies, but i think the resilience in the
fortunately, the three outperformed ratings since we have been launched is energy, finance, and materials, and we have not changed. we think at least near term, that is where you will continue to see performance leadership. >> how do you think this bull market since the october bottom is based on rate cuts? and how much do you think it was based on the fact that the economy is just a strong, and that matters more than anything else at the end of the day? >> i think it is more the...
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65
Feb 22, 2016
02/16
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then there's a natural gas company, chesapeake energy. its shares have rallied by 38% in the same time frame, but, again, they have lost close to 90% of their market value in the past 12 months. then there's a metals and mining company. freeport-mcmoran, we know it's in the news a lot. it's gained 41% in just one week, but it's still down 63% over the past one year. so it's something traders are paying attention to, whether a lot of biggest rallies we've seen have legs or not. it's all about whether it's covering shorts for profits. is that the main reason, that's a big question so either, you know, love to hate or hate to love. there's probably a bit of both in this story, melissa. back over to you guys. >> all right. thanks so much, dom chu, the lover. >>> let's trade it. you're saying that you don't want to discount the fact that it's a short covering rally. how about in the case of these sorts of stocks which are clearly sort of the trashier stocks because they were out of favor for so long. >> they are out of favor. there's something
then there's a natural gas company, chesapeake energy. its shares have rallied by 38% in the same time frame, but, again, they have lost close to 90% of their market value in the past 12 months. then there's a metals and mining company. freeport-mcmoran, we know it's in the news a lot. it's gained 41% in just one week, but it's still down 63% over the past one year. so it's something traders are paying attention to, whether a lot of biggest rallies we've seen have legs or not. it's all about...
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0.0
Nov 9, 2022
11/22
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. >> tim seymour >> i've weave the two segments, tailwind of european currency and tte, total energy france thanks for watching "fast money. watch more again at 5:00 ki of fast, "mad money" with jim cramer starts right now. >>> my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm trying to make you money. my jobto entertain, teach, cal me at 800-743-c nnbc or tweet me @jimcramer. when things go awry, they go awry big today was a big day. the dow plunged 647 points s&p plummeted 2.08%. nasdaq nose dived 2.48%. because the market couldn't absorb all the negatives at once let's talk about some of the negatives. i want to start with the election the conventional wisdom is there would be a real red wave, a real republican sweep because the opposition almost always wins big in the midterms and voters don't exactly like ramped inflation. that's why the mar
. >> tim seymour >> i've weave the two segments, tailwind of european currency and tte, total energy france thanks for watching "fast money. watch more again at 5:00 ki of fast, "mad money" with jim cramer starts right now. >>> my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to...
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47
May 28, 2020
05/20
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energy department inventories rose more activity in oil refineries as well as a pick up in oil demand for gasoline. those oil triprices reacting. >>> president trump expected to sign an executive order regulating social media companies. this comes after twitter fact checked the president's tweets for first time ever. mark zuckerberg weighing in on the debate this morning. explaining his stance on political speech >> let me be clear about what we do for misinformation, more broadly, we have program to make sure that the things that are spreading virally on facebook aren't complete made up hoaxes if you look at whatever the top thousands or 10,000 links being shared in a given day, some of the stuff that people share on the internet is real junk. try to parse words on is something true or false. it's really catch the worst of the worst stuff. in terms of political speech, i think you want to give broad deference to the political process and political speech >> gentlemen, good to see you both andrew, i'll start off with you since you landed that interview. do you get the sense this is a
energy department inventories rose more activity in oil refineries as well as a pick up in oil demand for gasoline. those oil triprices reacting. >>> president trump expected to sign an executive order regulating social media companies. this comes after twitter fact checked the president's tweets for first time ever. mark zuckerberg weighing in on the debate this morning. explaining his stance on political speech >> let me be clear about what we do for misinformation, more...
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73
Nov 21, 2018
11/18
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eye 73
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because energy touches so many industries, it supports 10 million u.s. jobs. (tonand all thro' the house. 'twas the night before christma, not a creature was stirring, but everywhere else... there are performers, dancers, designers the dads and the drivers. there are doers of good and bringers of glee. this time of the year is so much more than a bow and a tree. (morgan vo) those who give their best, deserve the best. get up to a $1,000 credit on select models now during the season of audi sales event. i am a techie dad.n. i believe the best technology should feel effortless. like magic. at comcast, it's my job to develop, apps and tools that simplify your experience. my name is mike, i'm in product development at comcast. we're working to make things simple, easy and awesome. >>> welcome back to "fast money. airlines flying high on this busy travel day. phil lebeau at o'hare international airport in chicago. with more on what's making the stocks soar. hey, phil. >> three things going for them right now, the airlines have their favor. record thanksgiving traff
because energy touches so many industries, it supports 10 million u.s. jobs. (tonand all thro' the house. 'twas the night before christma, not a creature was stirring, but everywhere else... there are performers, dancers, designers the dads and the drivers. there are doers of good and bringers of glee. this time of the year is so much more than a bow and a tree. (morgan vo) those who give their best, deserve the best. get up to a $1,000 credit on select models now during the season of audi...
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0.0
Oct 26, 2022
10/22
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>> stay in energy. marathon petroleum >> bonawyn >> nat gas >> steven grasso >> nexgen. >> karen finerman? >> long energy i'm taking a different tact, oih has to sell november 3 calls that's an all-time high so taking money off the table there in oih >> all right thank you all for watching "fast money. see you back tomorrow at 5:00. don't go anywhere. "mad money" with jim cramer starts right now . >>> my mission is simple, to make you money i'm here to level the playing field for all investors, there's always a bull market somewhere and i promise to help you find it "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to save you some money my job is not just to entertain but to educate, to teach, to discover, to learn so-call me at 1-800-743-cnbc or tweet m me @jimcramer. for over a decade tech
>> stay in energy. marathon petroleum >> bonawyn >> nat gas >> steven grasso >> nexgen. >> karen finerman? >> long energy i'm taking a different tact, oih has to sell november 3 calls that's an all-time high so taking money off the table there in oih >> all right thank you all for watching "fast money. see you back tomorrow at 5:00. don't go anywhere. "mad money" with jim cramer starts right now . >>> my mission is simple,...
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176
Oct 11, 2013
10/13
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ido more with less with buless energy. hp is helping ups do just that. soon, the world's most intelligent servers, designed by hp, will give ups over twice the performance, using forty percent less energy. multiply that across over a thousand locations, and they'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. >>> welcome back. a big rally for two stocks today. dominic chu breaking them down. >> solar city, chairman is tesla ceo elon musk. the company announced it would expand solar energy installations next year. energy leading the s&p 500 after environmental protections agency proposed lowering the amount of required ethanol to be blended with u.s. gasolines. refiners are up big today. men's wearhouse moving higher. joseph a. bank said he'll continue to look for a friendly takeover with a sweatened bid. finances, jpmorgan reporting first ever quarterly loss under ceo jd yd because of a $9 billion legal expense. without those costs, the bank managed to post estimates that beat street estimates. w
ido more with less with buless energy. hp is helping ups do just that. soon, the world's most intelligent servers, designed by hp, will give ups over twice the performance, using forty percent less energy. multiply that across over a thousand locations, and they'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. >>> welcome back. a big rally for two stocks today. dominic chu breaking them down. >> solar city, chairman is...
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70
Feb 25, 2016
02/16
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if you look at where energy prices is going it's likely that will be flat next month and a negative headline figure for march. it all feeds in of course to the idea that the ecb will be aggressive with, people hope, a super bazooka when they meet two weeks from today. in this environment you have a continued very strong rally on sovereign debt and everybody is in on that apart from the short end where you have negative rates. the prices continue to go up. the yields continue to go down and you see the yield now on the german bund at 13.8 basis point which is is not very far from the five basis points we had back in april when bill gross called it the short of a lifetime. yields went higher and now we retrace that because people believe they will cut the deposit rate further into negative territory when they meet in two weeks time and that will enable them to buy more bonds, more assets and push those prices higher. citi maintained it's european equities. it now says they're yielding 250 basis points above your average foreign debt in europe so people will be forced into the stock market. as
if you look at where energy prices is going it's likely that will be flat next month and a negative headline figure for march. it all feeds in of course to the idea that the ecb will be aggressive with, people hope, a super bazooka when they meet two weeks from today. in this environment you have a continued very strong rally on sovereign debt and everybody is in on that apart from the short end where you have negative rates. the prices continue to go up. the yields continue to go down and you...
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0.0
Jun 1, 2022
06/22
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we are an energy company and our competitors are energy companies. natural gas is soaring, oil soaring. and everything that we do is moving up and to the right for instance, we had our biggest day in sales in our company's history just yesterday everything is moving in the positive direction we're not an internet or tech company. >> just yesterday. thank you for breaking that news on our show. why is that? why are you having record breaking sales right now >> the single best thing is to sign up for solar service. you can lock in energy prices for the next 25 years. we all know and have seen utility rates are skyrocketing and will keep moving up as we move forward in the course of the year you can lock those rates in. now with electric vehicles you can lock in the gasoline at the pump that's all going up as you just said and we continue to be very bullish that the price of crude oil continue to move up as well. this is the best thing as consumers are flocking into our space and we're trying to get that service set up for each homeowner as fast as we c
we are an energy company and our competitors are energy companies. natural gas is soaring, oil soaring. and everything that we do is moving up and to the right for instance, we had our biggest day in sales in our company's history just yesterday everything is moving in the positive direction we're not an internet or tech company. >> just yesterday. thank you for breaking that news on our show. why is that? why are you having record breaking sales right now >> the single best thing...
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55
Jun 11, 2013
06/13
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pea body energy hitting a 52 week low. tim? >> there's a level around 16 bucks which is a double bomb. >> carrying out the theme. >> i think the spinal tap, big bottom. this is suffering under the weight of met coal market. i don't think a lot is going to improve. ultimately this is a company with a lot of flexibility and to stay solvent. i don't know that you jump in. i don't know that you need to run and hit the door. >> game stop yesterday here on fast money guy made a prediction about the stock after a rough day. listen. >> evaluation isn't ridiculous but the short interest is. with this stock down 4, 5%, game stop might be a good one. this is sort of interesting. >> guy nailed it. game stop up almost 5%. >> this trade went almost to 11. baird had positive comments. that's what is happening in these stocks. that's why it's difficult to be stocks interest with more than 20%. the trade could go up from here but you wait for your next opportunity. >> several years of rock bottom interest rates have had investors in a desperate
pea body energy hitting a 52 week low. tim? >> there's a level around 16 bucks which is a double bomb. >> carrying out the theme. >> i think the spinal tap, big bottom. this is suffering under the weight of met coal market. i don't think a lot is going to improve. ultimately this is a company with a lot of flexibility and to stay solvent. i don't know that you jump in. i don't know that you need to run and hit the door. >> game stop yesterday here on fast money guy made...
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65
Jun 12, 2019
06/19
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core inflation, take out food and energy rose a tenth for the fourth month in a row. leading the year over year rate to decline to just 2 % bmo says despite modest pressure from tariffs inflation is well in check due to the strong dollar falling labor costs and aggressive online kcompetition driven by digital technologies there's two economies in the data service inflation, we took out energy from both of the calculations 2 .7% year over year commodity and good prices appear to be back in the deflation mode leading to fed to miss the 2% target markets judge it good enough or bad enough to prompt the fed to cut rates because inflation is weak or because the low inflation numbers suggest a faltering economy. odds of a july rate cut stand at 84%. >> for july. >> for july. >> what is it for june >> 22ish >> okay. but it was 80 a couple minutes ago. and then i just updated it to 84 they're pretty good sure it's going to happen. i don't worry a little bit that the fed is complicated for them to get there >> and that quickly. >> right >> steve, thanks >>> we are exactly one
core inflation, take out food and energy rose a tenth for the fourth month in a row. leading the year over year rate to decline to just 2 % bmo says despite modest pressure from tariffs inflation is well in check due to the strong dollar falling labor costs and aggressive online kcompetition driven by digital technologies there's two economies in the data service inflation, we took out energy from both of the calculations 2 .7% year over year commodity and good prices appear to be back in the...
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191
Jun 25, 2012
06/12
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take advantage of some energy thoughts. >> we will leave it there. thanks for sticking to 30 seconds. we will watch tomorrow play out. have a good night. my obvious of the market is coming up. brace yourselves for some more tush lance. back in a moment. e route to the west, the greatest empires. then, some said, we lost our edge. well today, there's a new new york state. one that's working to attract businesses and create jobs. a place where innovation meets determination... and businesses lead the world. the new new york works for business. find out how it can work for yours at thenewny.com. but they can also hold you back. unless you ask, "what's next?" introducing the all-new rx f sport. this is the pursuit of perfection. you have to dig a little. fidelity's etf market tracker shows you the big picture on how different asset classes are performing, and it lets you go in for a closer look at areas within a class or sector that may be bucking a larger trend. i'm stephen hett of fidelity investments. the etf market tracker is one more innovative reas
take advantage of some energy thoughts. >> we will leave it there. thanks for sticking to 30 seconds. we will watch tomorrow play out. have a good night. my obvious of the market is coming up. brace yourselves for some more tush lance. back in a moment. e route to the west, the greatest empires. then, some said, we lost our edge. well today, there's a new new york state. one that's working to attract businesses and create jobs. a place where innovation meets determination... and...
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24
Oct 20, 2021
10/21
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eye 24
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i wouldn't put it beyond him he can say it's about energy storage. and he could talk about another coin he wants to get behind. there is tremendous amount of levers that the other car companies don't have so, yes, you have to hold your nose and just buy it >> dan nathan, does this quarter confirm or affirm tesla's run we have seen in the last few months >> it's interesting. the options market was only implying about a $35 move in either direction on a $865 stock. that's minuscule so the run-up from the may lows, you talked about the stock being up 15% in the last month alone, it reminds me of that run into netflix last night what were they going to do to get this stock going higher. we already had deliveries and that sort of thing the stock is at 865 it has a $865 billion market cap that has market cap of global autos if you tell me you are not worried about that other competition that knows how to make cars -- maybe not as profitable as the scale they are doing it as tesla -- with the gross margin, i say this is the most unhinged thing i have seen.
i wouldn't put it beyond him he can say it's about energy storage. and he could talk about another coin he wants to get behind. there is tremendous amount of levers that the other car companies don't have so, yes, you have to hold your nose and just buy it >> dan nathan, does this quarter confirm or affirm tesla's run we have seen in the last few months >> it's interesting. the options market was only implying about a $35 move in either direction on a $865 stock. that's minuscule so...
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2.0K
Apr 2, 2018
04/18
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this has little long term to do about a car and more about energy capture, storage and batteries and ultimately using the vehicle. so i'm still there irritated by what musk did over the weekend as i can imagine the investors were also irritate bud i'm still a believer. >> why should you be irritated shouldn't it be up to the board to say something to elon musk or are there too many board members who have a connection to elon musk a couple of them sit on the spacex board the board has been in question in the past in terms of the ties to elon musk shouldn't they step? and say maybe now isn't the time to do stuff like that. >> i think you have to get some sense of how big a personalty elon musk is at tesla. my interactions with people close to the company is this is a larger-than-life figure and he inspires people to try to walk through walls and so i think that's part of the reason why the board doesn't do anything. i think in some ways they probably look up to him as well so they'll let elon be elon and he'll make mistakes as he did over the weekend but it doesn't change he's still th
this has little long term to do about a car and more about energy capture, storage and batteries and ultimately using the vehicle. so i'm still there irritated by what musk did over the weekend as i can imagine the investors were also irritate bud i'm still a believer. >> why should you be irritated shouldn't it be up to the board to say something to elon musk or are there too many board members who have a connection to elon musk a couple of them sit on the spacex board the board has been...
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Jan 28, 2016
01/16
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energy, the stock sector gainer lead by stat oil on hopes that oil producers will one day cooperate to cut production. >> and take a look at facebook right now up 14% t. company blew past estimates for its fourth quarter yesterday. social giant hit 1.59 billion users in the quarter and shared the information that their mobile platform now makes up 80% of ad revenue. jason is an analyst and john is an analyst at cohen. welcome to both of you. i'll start with you because you have done a sum of the parts for a long time on facebook. and exactly what it's worth and we're asking the question given the growth that they still have available and given the fact that the portfolio model seems to be firing on all cylinders for them. what should facebook be worth at this point. >> it's a great question. fortunately unfortunately we have not changed our target. it was 130. it still is 130. clearly the momentum is terrific. the problem is we don't have enough information on how to think about instagram. so for example their revenue per daily active user was up 53% in the quarter in acceleration for
energy, the stock sector gainer lead by stat oil on hopes that oil producers will one day cooperate to cut production. >> and take a look at facebook right now up 14% t. company blew past estimates for its fourth quarter yesterday. social giant hit 1.59 billion users in the quarter and shared the information that their mobile platform now makes up 80% of ad revenue. jason is an analyst and john is an analyst at cohen. welcome to both of you. i'll start with you because you have done a sum...
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Jul 10, 2023
07/23
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then i have to go find you and i have to find dom and all these people on there, and i don't have the energy, and everyone else wants it >> what are you? >> napbar. nap b-a-r. >> i thought you were napping from afar. >> welcome back, kell. >> more rate hikes my next guest is also concerned there's a ticking time bomb for corporate america as federal fed tightening coincides with a maturity wall, and heavy borrowing and they'll face the choice of default or refinancing at much higher rates and the chairman and ceo of rapid rating good to see you, welcome >> i'll kind of start this as i do with barry, okay, now i've heard this argument for two or three or six months or what have you. when is the apocalypse coming? >> well, the apocalypse can't come until the debt is maturing and we have $6.5 million, and most companies have done a successful job of kicking the can down the road and refinancing over the last cup of years when they've been able to and we have a conducive market that has allowed credit companies to raise capital and they've done it, some of it with impunity and it's put the matur
then i have to go find you and i have to find dom and all these people on there, and i don't have the energy, and everyone else wants it >> what are you? >> napbar. nap b-a-r. >> i thought you were napping from afar. >> welcome back, kell. >> more rate hikes my next guest is also concerned there's a ticking time bomb for corporate america as federal fed tightening coincides with a maturity wall, and heavy borrowing and they'll face the choice of default or...
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Jul 28, 2023
07/23
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saving energy, money... ... and emissions. yup. that's a big one. now you've built something better for everyone. that's the sustainability solution ibm and a global real estate company created. what will you create? ibm. let's create. >>> welcome back to "worldwide exchange." the morning call sheet wall street not feeling love for southwest airlines this morning. deutsche bank and raymond james cutting ratings and price tarngt on the airline bank of america cutting shares of southwest down more than half a percent in pre-market. >>> upgrading buy on crocs outway negatives, the positives. and presenting an opportunity for investors. a look at shares of kcrocs up more than 1.5% and jpmorgan new york community bank overweight and $16 a share. jp m citing a new energy nycb shares up almost 2%. >>> and time now for your global briefing begin with bank of japan officially announcing tweaking its ultra loose monetary policy to allow the country's benchmark ten-year yield to rise above 0 .105%. traditionally they've held large holdings of u.s. fixed income
saving energy, money... ... and emissions. yup. that's a big one. now you've built something better for everyone. that's the sustainability solution ibm and a global real estate company created. what will you create? ibm. let's create. >>> welcome back to "worldwide exchange." the morning call sheet wall street not feeling love for southwest airlines this morning. deutsche bank and raymond james cutting ratings and price tarngt on the airline bank of america cutting shares of...
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Oct 23, 2019
10/19
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the second part is energy. the last several months, we've seen some pull back in capital spending and activity within the united states in oil and gas as the industry is focusing a little less on production growth and more on profitability. those are two things i expect to continue when they report. a china softness and b, less activity on energy >> what is the key thing to focus on china? energy what is the one number >> it is going to be both. both are similar importance. >> starting to see production taper off is that going to be another overhang >> again, with energy, it is not so much about production tapering off first thing, you are taking off older rigs in places that become less profitable as that part of the field matures. that will be an ongoing trend. a lot of capital in the oil price in 2014, 2015. that activity will revamp up a lot of industry and focus on profitability. halliburton decided to cut like 9% of the u.s. work force. you've seen caterpillar stuck in a trading range all year in terms of
the second part is energy. the last several months, we've seen some pull back in capital spending and activity within the united states in oil and gas as the industry is focusing a little less on production growth and more on profitability. those are two things i expect to continue when they report. a china softness and b, less activity on energy >> what is the key thing to focus on china? energy what is the one number >> it is going to be both. both are similar importance. >>...
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May 7, 2012
05/12
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in fact, the biggest mover today put up the xls today, that's the financial sector, the energy sector at lease is stable today, the oil prices down i think are the biggest thing we've seen in the last week and that's down on slower demand around the world. >> the dow is almost there, the nasdaq positive. >>> left turn in france and greece spur optimism for u.s. investors. prices have doubled in the past few years, but small investors have dramatically stayed away. volume has dropped. so what has to happen to get investors back into the game? with us this week is jim urio and kate warren from st. louis, $600 billion in management. let's talk about where the investor has gone. why haven't individuals come back into the market? >> i think in many cases individuals never left the market they just stayed put and sort of have been frozen in place, not being sure what to do now. so i'm not sure they're so much out of the market but just not in the market. they've stayed invested they just haven't added more. >> volume is down. why is that? >> i think it's because there's so much incertainty
in fact, the biggest mover today put up the xls today, that's the financial sector, the energy sector at lease is stable today, the oil prices down i think are the biggest thing we've seen in the last week and that's down on slower demand around the world. >> the dow is almost there, the nasdaq positive. >>> left turn in france and greece spur optimism for u.s. investors. prices have doubled in the past few years, but small investors have dramatically stayed away. volume has...
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Apr 9, 2019
04/19
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they're second only to the u.s the most impacted area is probably energy, probably oil, versus metals moving forward >> all right oil, beef and grains thanks so much >> thanks, kelly >> from wells fargo investment institute. >>> tech has been on fire so far this year. so what's behind that rally and can the run continue that's coming up on "power lunch. when you look at the critical issues facing our world, what do you see? we see a billion more people breathing free. we see access to fresh food being the global norm, not the exception. we see homes staying cooler, without the planet getting warmer. at emerson, when issues become inspiration, focusing core strengths to create a better world isn't just a result, it's a responsibility. emerson. consider it solved. it's a revolution in sleep. the sleep number 360 smart bed, from $999... senses your movement and automatically adjusts on each side to keep you both comfortable. and snoring? how smart is that? smarter sleep. so you can come out swinging, maintain your inner focus, and wake up rested and ready for anything. sleep number is ra
they're second only to the u.s the most impacted area is probably energy, probably oil, versus metals moving forward >> all right oil, beef and grains thanks so much >> thanks, kelly >> from wells fargo investment institute. >>> tech has been on fire so far this year. so what's behind that rally and can the run continue that's coming up on "power lunch. when you look at the critical issues facing our world, what do you see? we see a billion more people breathing...
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Jul 11, 2022
07/22
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i have removed energy from the earnings estimate. if you take out energy it will be down 3%. that is an enormous difference and indicates how much profit and revenue these energy companies are making. even before the season starts there's been a very high number of companies that have been commenting and giving some kind of guidance. 71 companies that issue negative guidance for the second quarter. that is the highest is the fourth 1:45 thousand 19. we've been talking about it for a couple of months. a lot of people are waiting for analyst to start downgrading second half estimates. look at some of these downgrades. we had some other ones. we are finally starting to see some of these downgrades for the second half of the year. i think we'll see a few more in the next couple of weeks. >> all right, thanks. coming up later this morning jim and the cnbc and vesting club will hold their monthly meeting. any hints? >> i'm not as negative as all the research that i hear. i can't be. >> you can find out a lot more by using the code on your screen. by the way take a look at the repor
i have removed energy from the earnings estimate. if you take out energy it will be down 3%. that is an enormous difference and indicates how much profit and revenue these energy companies are making. even before the season starts there's been a very high number of companies that have been commenting and giving some kind of guidance. 71 companies that issue negative guidance for the second quarter. that is the highest is the fourth 1:45 thousand 19. we've been talking about it for a couple of...
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Jul 27, 2023
07/23
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not all going to be concentrated in those magnificent seven stocks looking here even week to date and energy strong. materials pretty strong. haven't been able to say that in some time. >> absolutely right. no nap was giving investors a reason for concern we started to see the tides turn a little bit away from that magnificent seven as we call it to other areas in the market mid-june if you look at june versus -- tech versus other areas in the market, industrials and materials actually did better. we saw small caps and mid caps outperform large caps and seeing that breadth continue to widen, and i think just being on a dow watch climbing higher and higher as opposed to the nasdaq speaks to some broadening we're seeing. again, that's a very healthy and welcome thing in the market. >> if you were going to put money to work today for the next year to five years what kinds of stocks would you look at or name names. >> so i think diversification is always your best friend in the long term. so again, looking at a portfolio it would be allocated across multicaps within the s&p 500 some in mutuals s
not all going to be concentrated in those magnificent seven stocks looking here even week to date and energy strong. materials pretty strong. haven't been able to say that in some time. >> absolutely right. no nap was giving investors a reason for concern we started to see the tides turn a little bit away from that magnificent seven as we call it to other areas in the market mid-june if you look at june versus -- tech versus other areas in the market, industrials and materials actually...